Position in SSNC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,652,757
-$1,897,140 QoQ
Shares Held
74,984
-22.6% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#201
of 719 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in SSNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LPL Financial LLC holds $1,954,315,123 across 106 Software - Application names. SSNC ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,087,834 | $207,280,159 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,717,170 | $196,070,987 | |
| 3 | CRM |
Salesforce, Inc.
|
1,227,518 | $192,302,969 | |
| 4 | SHOP |
Shopify Inc.
|
1,658,508 | $189,368,443 | |
| 5 | ADP |
Automatic Data Processing Inc
|
810,178 | $181,439,363 | |
| 6 | PAYX |
Paychex Inc
|
1,503,466 | $147,835,811 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
344,314 | $129,227,930 | |
| 8 | SNOW |
Snowflake Inc.
|
481,353 | $122,504,338 |
All Filings in SSNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,652,757 | 74,984 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,549,897 | 96,935 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,283,211 | 129,069 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,691,555 | 131,721 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,744,839 | 105,614 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,540,608 | 102,246 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,521,247 | 86,055 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,648,048 | 76,109 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,489,553 | 71,638 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,577,877 | 55,583 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,350,535 | 38,464 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,988,166 | 37,841 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,308,496 | 38,094 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,217,407 | 39,267 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,779,723 | 34,186 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,410,726 | 29,544 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,386,479 | 23,876 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,264,612 | 16,857 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,214,943 | 14,820 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,915,509 | 27,601 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,082,629 | 15,024 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $993,551 | 14,220 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $894,170 | 12,291 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $645,203 | 10,661 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $481,435 | 8,524 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $218,793 | 4,993 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||